Conduct fundamental equity research across Financials (digital assets, asset managers, payments, banks, fintech). Build and maintain financial models, prepare research reports and stock pitches, monitor holdings and industry developments, synthesize filings and calls, collaborate with portfolio managers, present recommendations, and support firm-wide ad hoc research.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.